How to work in tandem with other professionals
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How to work in tandem with other professionals

July 1, 2013

by  Tony Vidler

professional advisers working togetherOne of the most difficult things for financial advisers is to show other professionals easily and quickly  how the client benefits from their various advisers working together.

In this quick 2 minute video I explain how drawing a simple graph that outlines a range of strategies that need to be considered for a client it becomes very easy to see which areas of work each professional specialises in, and can help each other with.

This is particularly useful when working with accountants to co-manage client work, as it puts each professionals role into perspective, and presents a logical approach that clients understand.

It all begins however with the professionals understanding that their combined role is to manage the various risks and issues that may prevent the client from achieving their objectives.

Tony's quick tips for financial advisors

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